Overview
Main description
The Only Official Guide to the #1 Personal Finance Software
Packed with insider tips and expert techniques, Quicken 2011: The Official Guide helps you manage your finances and assets with ease! Find out the most effective methods for tracking your income, expenses, savings, transactions, investments, and so much more.
Fully endorsed by Intuit, makers of Quicken, this official guide shows you how to tap into all of the software's powerful capabilities and new features--and save time and money. You'll get professional guidance along with details about online resources to assist you in making strategic financial decisions and planning for a secure future.
- Customize Quicken for your preferences
- Track income and expenses
- Set Up Online Account Services
- Automate transactions and tasks
- Reconcile checking, savings, and credit card accounts
- Track investments and optimize your portfolio
- Monitor assets and loans
- Manage household records
- Reduce debt, save money, and plan for retirement
- Simplify tax preparation and maximize deductions
Table of contents
Part One: Quicken Setup and Basics; Chapter 1. Getting to Know Quicken; Chapter 2. Working with Accounts, Categories, and Tags; Chapter 3. Going Online with Quicken; Part Two: Banking; Chapter 4. Recording Bank and Credit Card Transactions; Chapter 5. Using Online Banking Features; Chapter 6. Automating Transactions and Tasks; Chapter 7. Reconciling Your Accounts; Chapter 8. Examining Your Banking Activity; Part Three: Investing; Chapter 9. Entering Your Investment Transactions; Chapter 10. Using Transaction Download and Research Tools; Chapter 11. Evaluating Your Position; Part Four: Net Worth; Chapter 12. Monitoring Assets and Loans; Chapter 13. Keeping Tabs on Your Net Worth; Part Five: Planning; Chapter 14. Planning for the Future; Chapter 15. Using Financial Calculations; Chapter 16. Reducing Debt and Saving Money; Part Six: Tax; Chapter 17. Simplifying Tax Preparation; Chapter 18. Planning for Tax Time; Part Seven: Appendixes; Appendix A. Managing Quicken Files; Appendix B. Customizing Quicken; Appendix C. Converting from Microsoft Money; Index
Author comments
Bobbi Sandberg is a consultant, instructor, and retired CPA who is recognized by Intuit as a Certified Professional Advisor. She teaches at community colleges and local senior centers and has been training users on Quicken since its first DOS version in the 1980s.
